Gross Margin

Micron Techno

2026-10-01 02:21:33

Micron CFO says revenue will reach $61.5 billion in fiscal Q1 2027

Micron Technology CFO Mark Murphy said on an earnings call that the company expects revenue of $61.5 billion and earnings per share of $38.15 in the first quarter of fiscal 2027, with both continuing to rise from the prior quarter. He also said that quarter will mark the low point for Micron’s gross margin for the full 2027 fiscal year, with margins expected to improve gradually in later quarters. Murphy added that Micron has signed 26 long-term agreements that lock in about $150 billion in long-term orders. On supply and demand, he said memory market conditions in 2027 and 2028 will be tighter than in 2026, adding that he sees no end to when supply and demand will return to balance, according to Sina Finance.

30

Paradis

2026-09-27 13:42:27

Paradis sees Micron fourth-quarter revenue at $51.9 billion, above guidance

Paradis said in a post on X that it expects Micron’s fourth-quarter revenue to reach $51.9 billion, above the company’s $50 billion guidance. It also projected gross margin at 86.5%, topping guidance of about 86%, and earnings per share at $32.30, ahead of the $31 guidance level. Paradis added that the forecast sits well above the broader market consensus. At the same time, it cautioned that its own model may be too optimistic. The account said it plans to publish a brief note before Micron releases its earnings report. The figures and comments were cited by Odaily in a short market update.

200

Harvey

2026-09-26 09:55:04

Harvey’s gross margin fell to negative 50% before a Kimi-based model helped restore profitability

Legal AI company Harvey saw its gross margin fall to negative 50% within months after lawyers shifted heavily toward AI agents, according to an opinion piece by lawyer Lin Shanglun published by BlockTempo. The article says the company, which charged more than $1,200 to $1,500 per seat per month under an all-you-can-use annual contract model, was hit not by rising API prices but by a surge in token consumption from professional users. Lin argues that early legal AI workloads were relatively light, focused on one-off Q&A, translation, or short summaries. That changed once multi-step, autonomous agent systems entered legal work. Lawyers began feeding in hundreds of pages of litigation files and even thousand-page cross-border M&A contracts, while the AI handled repeated reasoning, external tool calls, contradiction checks, and rewrites in the background. In his account, token usage per task jumped by dozens or even hundreds of times. The piece says Harvey later launched its own Harvey Tenet model architecture, built on China’s Kimi, which cut inference costs by several times and pushed gross margin back into positive territory. Lin uses the case to argue that AI competition between the United States and China has moved into a direct fight over cost and performance at the model layer.

210

Micron

2026-09-20 00:51:54

Micron set for Sept. 30 earnings as Nvidia flags extreme memory pricing

Micron Technology is scheduled to report fiscal fourth-quarter results on Sept. 30, with investors also watching broader signals from the memory market. Nvidia Chief Financial Officer Colette Kress said on the company’s Aug. 26 fiscal second-quarter earnings call that Nvidia is seeing “extreme pricing conditions” in memory, with price increases running ahead of prior expectations and set to move higher next year. She said that pressure has already shown up in Nvidia’s margins, guiding gross margin to bottom in the 71% to 72% range in the fourth quarter before recovering to 72% to 73% in fiscal 2028. Kress also said the current memory shortage is being driven in large part by AI buildout itself. Separately, SK hynix said the memory market may not reach supply-demand balance until as early as 2030. The company has committed about $38.3 billion to expand two domestic sites in South Korea through 2031. In high-bandwidth memory, SK hynix holds about 50% market share, ahead of Samsung at 33% and Micron at 18%.

400

Anthropic

2026-09-13 23:00:31

Anthropic tells investors adjusted operating profit will stay positive for a second straight quarter

Anthropic has told a small group of shareholders that its adjusted operating profit is expected to remain positive for a second consecutive quarter, according to the Financial Times, which cited people familiar with the matter. The metric excludes costs such as stock-based compensation. The report also said Anthropic’s gross margin exceeds 80% when revenue shared with distribution partners including Amazon, as well as model training costs, are excluded. The disclosure points to continued strength in the company’s adjusted profitability measure, though the figures referenced in the report do not include several major cost items. The Financial Times attributed the information to unnamed sources familiar with the matter.

780

Intel

2026-09-07 23:29:44

Intel Reportedly to Hike CPU Prices by 10% in October, Opening Door for Arm Rivals

Supply chain sources indicate Intel (INTC.O) plans another 10% price increase on PC CPUs in early October, following multiple rounds of hikes over the past year due to rising costs. Despite an expected slight decline in the PC terminal market in 2027, Intel is prioritizing gross margin improvement over the previous strategy of price competition. Analysts suggest that if Intel uses low gross margin as a criterion for discontinuing products, some SKUs may exit the market, potentially channeling demand to Arm-based players such as MediaTek and Qualcomm, particularly in the IPC (Industrial PC), edge computing, and IoT sectors where Arm SoCs offer higher integration and lower power consumption.

850

TSMC

2026-09-07 00:07:16

TSMC Expands Advanced Node Capacity Below 3nm; Analysts Expect Q3 Revenue to Exceed NT$400B

TSMC is ramping up production capacity for process nodes below 3nm in response to rising demand for AI and high-performance computing. Analysts predict that 3nm revenue will surpass 5nm for the first time in the second half of 2026, with Q3 single-quarter revenue expected to exceed NT$400 billion, representing over 30% of total revenue and boosting gross margins.

900

Arbitrum DAO

2026-09-02 16:01:57

Arbitrum DAO Reports $6.19M Revenue in H1 2026, Gross Margin Above 97%

As reported by The Block, the Arbitrum DAO achieved $6.19 million in revenue during the first six months of 2026. This revenue was derived from multiple streams: transaction fees on Arbitrum One, the Timeboost sequencer auction, licensing fees from expansion chains utilizing Arbitrum’s technology, and returns from the treasury management. The protocol’s gross profit margin was more than 97%, and it ended the period with $125 million in non-ARB assets. The network handled 478 million transactions over the six months, with stablecoins averaging over $70 billion in monthly transfers. The number of holding addresses increased to 10.5 million. Arbitrum led in the number of on-chain real-world asset deployments. Additionally, Robinhood Chain, which went live on mainnet in July, contributed $360,000 in licensing fees to the Arbitrum Expansion Program in its first month, accounting for 35% of the DAO’s monthly revenue.

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